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GOVT-CONTRACT ·Filed Oct 5, 2026

VZ

VERIZON COMMUNICATIONS INC
NEUTRAL
Impact 2/10
Horizonimmediate Processed22d 9h ago
Large government contract award ($500M+)
Actionable Insight • Neutral

This is a routine contract modification with immaterial financial impact. Monitor for larger VA or federal wireless contract awards that could meaningfully affect Verizon's enterprise/government segment revenue.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+5d ⚠ clustered
VZ ▼ -5.33% at T+5d
NEUTRAL call -5.33% · α vs SPY -5.19% · entry $45.98 → $43.53
Next anchor: T+20d in 7d
Latest observation: T+13 -6.60% FF3 residual α
Entry = T+0 close
Oct 6, 2026
via day close
T+1d
-0.46%
call -0.46% · α -0.22%
$45.77
settled 20d ago
T+5d
-5.33%
call -5.33% · α -5.19%
$43.53
settled 14d ago
T+20d
Pending
in 7d
T+60d
Pending
in 2mo

Price Chart

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Executive Summary

Verizon subsidiary Cellco Partnership received a $28.3 million contract modification from the Department of Veterans Affairs for wireless telecommunications services. The award is very small relative to Verizon's annualized revenue of $137.2 billion, representing about 0.02%.

Key Financial Metrics

Award Amount
$28.3M
Agency
Department of Veterans Affairs
Contract Type
modification
Rev Impact
+0.0%

Key Facts

  • Modification P00019 to contract 36C10B23C0015 awarded $28,283,738.07 to Cellco Partnership, a Verizon subsidiary.
  • Awarding agency is the Department of Veterans Affairs.
  • Services include wireless data, voice, and internet for the VA enterprise.
  • Award amount is approximately 0.02% of Verizon's annualized revenue of $137.2 billion.

Financial Impact

$28.3 million modification, approximately 0.02% of annualized revenue.

revenue

Risk Factors

  • Award is a modification to an existing contract, not new business.
  • Government contracts subject to funding availability and continuing resolutions.

Investment Themes

Media & Telecom

Documents Analyzed

This report is based on 1 federal contract record from official U.S. government contract data.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-36C10B23C0015
38 reports for VZ
Performance horizon
71% Hit rate @ T+1 5 of 7 directional calls Went positive at some point 7 of 7 best @ T+20▲ +11.21%Jul 9, 2026
Filters
Rows
Reports for VZ — sortable, filterable
TypeNow
Oct 26, 2026
today
8-K
BULLISH ★ 6/10
$45.40awaiting T+1—$43.10 (−5.07%)
Oct 26, 2026
today
Press Release
NEUTRAL ★ 5/10
$45.40awaiting T+1—$43.10 (−5.07%)
Oct 20, 2026
6d ago
S-4
NEUTRAL ★ 2/10
$43.56 $45.20▲ +3.76%▲ +4.95%$43.10 (−1.06%)
Oct 16, 2026
10d ago
Institutional Cluster
NEUTRAL ★ 3/10
$44.79 $44.15▼ −1.43%▼ −1.85%$43.10 (−3.77%)
Oct 13, 2026
13d ago
144
NEUTRAL ★ 2/10
$43.53 $44.42▲ +2.04%▲ +3.13%$43.10 (−0.99%)
Oct 6, 2026
20d ago
144
NEUTRAL ★ 2/10
$45.98 $45.77▼ −0.46%▼ −0.22%$43.10 (−6.26%)
Oct 5, 2026
22d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$45.98 $45.77▼ −0.46%▼ −0.22%$43.10 (−6.26%)
Sep 30, 2026
27d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$45.98 $45.92▼ −0.13%▼ −0.87%$43.10 (−6.26%)
Sep 29, 2026
28d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$45.87 $45.98▲ +0.24%▲ +0.06%$43.10 (−6.04%)
Sep 28, 2026
28d ago
Press Release
NEUTRAL ★ 1/10
$46.68 $45.98▼ −1.50%▼ −1.32%$43.10 (−7.67%)
Showing 10 of 38

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Report published Oct 5, 2026